Once a line item is on your invoice, you can do a number of things to change that line item, depending on whether it is an appointment, a charge, or a credit.
Appointment line items will have two distinguishing features from Charges and Credits:
- They have a Delete button instead of a Remove button: This is because when you are working with charges or credits, you would remove the charges and credits from the invoice and they will fall back on the client's uninvoiced charges and credits table in the client's profile. With appointments, those do not go back into the uninvoiced charges and credits table because they are not a charge or a credit. Instead they would go back into the uninvoiced appointments list. So by deleting them from the invoice, you are not including them on the uninvoiced charges
- They have their appointment id hyperlinked before them: With appointment line items, you can easily click on the appointment id to the left of the invoice description to go to that appointment's detail page. Charges and credits do not have any appointment id to the left of them because they are not associated with appointments, specifically.
For ease of use, editing line items works pretty much the same regardless of whether you are editing an appointment line item, a charge, or a credit. When you are in the invoice detail screen, simply click the "Edit" button to the right of the line item you want to change:
This will make the individual cells on the invoice editable (except for the "Total" cell column). You can change the description, rate, quantity, check whether or not it's taxable, and include any discount or a coupon:
You'll notice if you edit a line item that has a negative rate amount (most commonly this will be a credit, although you can set a negative rate on an appointment line item if you'd like) that the taxable and discount fields do not have options to edit:
As you make changes, the "Total" column will update to reflect those changes. So if I edited the Gift Card Purchase line item on this invoice and changed the Quantity to 3 and added a discount of 10%, the total would change from it's initial display of $50 to $75 after I changed the quantity to $67.50 once I entered the 10% discount:
Once you click the "Update" button to the right of the the line item that you are editing, TimeTap will calculate up how your changes have affected the invoice total:
Clicking the "Cancel" button will discard any changes you made to the line item while in edit mode and return the invoice to exactly what it was before you edited it.
If you have any questions about editing line items, please reach out to our support team and we'd be happy to answer them for you.